Allison REID signed N.A. Williams Co. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
N.A. Williams Co. Inc.'s EIN is 58-0669636.
Download the official 2024 Form 5500 (PDF) for N.A. Williams Co. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)N.A. Williams Co. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEERFIELD FINANCIAL ADVISORS I | 35-1648416 | — | NONE | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage * Personal Choice Retirement Account NR | Self-Directed Brokerage | — | — | $10.5M | 23.8% | |
| Schwab S&P 500 Index Fund Mutual Fund NR | Common Collective Trusts | — | — | $6.2M | 14.1% | |
| Schwab Total Stk Market Index Mutual Fund NR | Mutual Funds | — | — | $4.9M | 11.1% | |
| Vanguard Ttl Bond Mkt Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $3.2M | 7.3% | |
| Schwab Value Advantage Fund Money Market NR | Mutual Funds | — | — | $3.0M | 6.8% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $2.5M | 5.7% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $2.4M | 5.4% | |
| American Beacon Lg Cap Value Mutual Fund NR | Other securities | — | — | $1.9M | 4.4% | |
| Oakmark Global Slct Fnd Inst Mutual Fund NR | Other securities | — | — | $1.9M | 4.3% | |
| Vanguard Developed Mkt Idx Adm Mutual Fund NR | Common Collective Trusts | — | — | $1.9M | 4.3% | |
| Vanguard Mid Cap Index Admiral Mutual Fund NR | Mutual Funds | — | — | $1.7M | 3.8% | |
| Vanguard Small Cap Index Admrl Mutual Fund NR | Mutual Funds | — | — | $1.7M | 3.8% | |
| SSGA Intl Stock Selection Mutual Fund NR | Other securities | — | — | $778K | 1.8% | |
| Schwab Markettrack Balanced Mutual Fund NR | Mutual Funds | — | — | $563K | 1.3% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $542K | 1.2% | |
| Various, bearing interest from * Participant loans 4.25%-9.50% - | Bonds / Notes | — | — | $204K | 0.5% | |
| Sit US Govt Securities Mutual Fund NR | Other securities | — | — | $199K | 0.5% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $77K | 0.2% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $14K | — |
| MARIETTA WEALTH MANAGEMENT LLC | 47-5329166 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
